How Commercient Turned Deepwater Corrosion Services’ Inside Sales Team into a Tactical Sales Force with Sage 100 and Salesforce
Customer Success Story
How Gnatta syncs HubSpot to Sage 50 with Commercient
Gnatta is a London-based customer engagement software company that helps businesses manage conversations with their customers across channels like webchat, email, social media, SMS, and telephony from a single platform. Its tools give contact centers a unified, single view of every customer to make support faster and more efficient.
Systems Connected
Sage 50 + HubSpot
Industry
Technology
Location
United Kingdom
One Click
Hands a closed deal off from HubSpot straight to the accounts team in Sage
Zero Re-Keying
Of client, deal, and product data between the sales and accounts teams
Challenge
Before syncing HubSpot with Sage 50 UK, Gnatta's sales and accounts teams handed off deal information by hand. Every time a deal closed, someone had to manually re-enter sales orders, new client information, and new products into Sage 50 so the accounts team could invoice and manage the finances, meaning the same information was typed in twice by two different teams.
That manual handover carried real risk. A single mistyped digit or field on either side could throw off a client or order record, and until the accounts team happened to check, the sales team had no easy way to confirm the handover had gone through correctly.
Solution
Gnatta worked with Commercient to sync its HubSpot CRM with Sage 50 UK. Now, when a deal, new client, or new product is created in HubSpot, that information is sent directly into Sage 50 for the accounts team, cutting the sales team's part of the handover down to a single click.
An automated email lets the accounts team know the moment something new has been imported, so they can move straight into Sage 50 to review it and get to work on invoicing and client communication without waiting to be told separately by the sales team.
Commercient allows us to do that confidently. It reduces the risk of error, and the automation makes the process efficient and effective. It's just a click of the button for the sales team, and our minds are at rest knowing that data has been handed over seamlessly to our accounts team.
Nina Townley
Commercial Administrator
Results
The handoff between sales and accounts now happens with a click instead of a duplicate data-entry job, and both teams can trust that what's entered in HubSpot is exactly what shows up in Sage 50, removing the risk of human error from the process. That confidence frees Gnatta's sales team to focus on selling rather than administrative data entry, while the accounts team gets a reliable, automatic signal the moment new business needs their attention.
It just means that both teams are assured that everything matches. What one side has put in is exactly imprinted in Sage, so there's no risk of human error.
Nina Townley
Commercial Administrator
How Commercient Made Salesforce a One-Stop Shop for Dex-O-Tex’s Sales Team by Integrating Sage 100 Data
How Commercient Gave DoRodo’s Global Team One Shared View of Sage 200 Pro Data in Salesforce
